Mitchell Sinkler & Starr Fee Structure

At Mitchell Sinkler & Starr, we believe in delivering high quality investment advice and service at a competitively low cost. We are able to do so by rigorously controlling marketing and other ancillary expenses that do not directly contribute to the value of the services we provide.

We encourage investors to carefully consider and compare the fees that firms charge as they can vary significantly—and can impact portfolio growth over time.

As the value of clients’ accounts increase, the fees we charge as a percentage decrease. The Firm’s fee on a $2 million relationship (our typical minimum) is 0.60%, and decreases to 0.20% for relationships in excess of $24 million.

Fees are charged quarterly, based on one-fourth of the annual fee as applied to the quarter-end account market value.

For the purposes of calculating fees, Mitchell Sinkler & Starr will consider aggregating related accounts in a client relationship and basing our fee on their total value.